JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26T
AUM Growth
+$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,736
New
Increased
Reduced
Closed

Top Buys

1 +$4.02B
2 +$2.31B
3 +$2.19B
4
WMT icon
Walmart
WMT
+$2.04B
5
MCD icon
McDonald's
MCD
+$1.85B

Sector Composition

1 Technology 24.62%
2 Financials 10.74%
3 Consumer Discretionary 10.45%
4 Healthcare 8.47%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$5.55M ﹤0.01%
398,321
+113,230
2577
$5.54M ﹤0.01%
57,634
-5,054
2578
$5.54M ﹤0.01%
225,948
+102,665
2579
$5.53M ﹤0.01%
806,972
+489,783
2580
$5.5M ﹤0.01%
72,522
+3,590
2581
$5.49M ﹤0.01%
305,023
-8,159
2582
$5.47M ﹤0.01%
193,071
+89,190
2583
$5.47M ﹤0.01%
195,761
+173,886
2584
$5.46M ﹤0.01%
223,474
-24,291
2585
$5.46M ﹤0.01%
100,000
2586
$5.45M ﹤0.01%
122,532
+40,175
2587
$5.44M ﹤0.01%
77,429
+26,878
2588
$5.43M ﹤0.01%
59,222
+31,523
2589
$5.42M ﹤0.01%
157,978
+84,721
2590
$5.41M ﹤0.01%
370,890
+113,789
2591
$5.4M ﹤0.01%
2,777
-75
2592
$5.4M ﹤0.01%
2,454,216
+385,099
2593
$5.4M ﹤0.01%
168,800
+30,961
2594
$5.39M ﹤0.01%
184,034
-8,027
2595
$5.39M ﹤0.01%
90,080
+6,191
2596
$5.39M ﹤0.01%
177,467
-10,877
2597
$5.38M ﹤0.01%
244,920
-152,504
2598
$5.36M ﹤0.01%
387,350
+187,364
2599
$5.36M ﹤0.01%
125,750
+81,871
2600
$5.35M ﹤0.01%
112,614
+56,738